Business Development Executive (BDE)

Role Overview

The position involves proactively reaching out to potential and existing clients through outbound calls to promote and explain services related to share and stock market investments, including assistance in opening demat accounts.

Key Responsibilities

• Conduct outbound calls targeting prospective and current customers.
• Generate and verify quality leads primarily through telephonic communication.
• Communicate company offerings in the share/stock market sector clearly to clients.
• Systematically document call details, lead progress, follow-ups, and successful conversions.
• Meet set targets for calls made and leads generated on a daily, weekly, and monthly basis.
• Keep customer data and lead tracking updated in CRM systems or spreadsheets.
• Identify customer needs and provide accurate information accordingly.